Tobias Financial

MARCH 11, 2025

Stay up to date with market insights from our Portfolio Manager, Charles Chad NeSmith, CFA, CFP. DISCLOSURES Tobias Financial Advisors is registered as an investment advisor with the SEC. In this update, Chad discusses inflationary and deflationary pressures, as well as the potential economic impact of tariffs.

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Marketing Marketing Financial Advisor CFP 52

International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Critical skills for investment advisors include: Strong analytical abilities.

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Financial Advisor Certified Financial Planner Financial Planner Investing 52

Good Financial Cents

JUNE 11, 2023

You see, financial advisors that focus primarily on wealth management can be costly to keep around. They charge either a percentage of assets managed or a flat hourly rate that can run as high as several hundred dollars per hour, plus trading commissions and administrative fees. And, that’s it.

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WiserAdvisor

JUNE 2, 2023

These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. Below are the different kinds of financial advisors you may choose from: 1.

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Financial Advisor Financial Planner Wealth Management Portfolio Management 40

The Big Picture

MARCH 25, 2025

And actually you might remember I started the first online investment advisor called Net Folio. It was, we wanted to have the absolute best software for the way we managed money. And so we put on a pretty significant developer team that had background in portfolio management. 00:45:06 [Speaker Changed] Yeah, yeah.

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ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

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Sara Grillo

NOVEMBER 14, 2022

Should those with only insurance licenses that allow them to sell annuities and/or life insurance be held to the same “fiduciary standard” as Registered Investment Advisers (RIAs) with the SEC or state regulators? Are commissions bad? Are commissions bad? He does not think it will be in his lifetime. #2

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Insurance Retirement Financial Advisor License 59